Edelweiss Banking and PSU Debt Fund vs Aditya Birla Sun Life Banking & PSU Debt Fund compare

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tortoise-icon Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

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tortoise-icon Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹9395 Cr ₹275 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Apr 2008 06 Sep 2013
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark NIFTY Banking and PSU Debt Total Return Index NIFTY Banking and PSU Debt Total Return Index
Turn Over 0.0% 27%
Expense Ratio 0.73 0.7
Manager Harshil Suvarnkar Dhawal Dalal
ISIN Code INF209K01LV0 INF843K01FK1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
1 Month 0.75% 0.77%
6 Month 3.91% 4.07%
1 Year 7.54% 7.79%
3 Year 5.61% 5.64%
5 Year 6.5% 6.9%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.28% 3.3%
3 Year 9.38% 9.23%
5 Year 15.76% 15.92%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
1 Year 5.68% 5.92%
3 Year 12.83% 12.9%
5 Year 16.23% 16.27%

Risk Management

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Standard Deviation 0.96% 2.24%
Sharp -0.14% -0.12%
Beta 1.81% 2.94%
Alpha 3.5% 5.62%

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Fund Managers

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Name Harshil Suvarnkar Dhawal Dalal
Total AUM ₹55823 Cr ₹25974 Cr
Fund Manage 13 12
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Others 63.05 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Others 2.88 3.94
Sovereign 22.47 14.28
Financial 36.75 32.65
Energy 0.95 32.21
Consumer Staples - 8.62
Services - 8.3

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